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WealthPlan Investment Management, LLC: ICOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPlan Investment Management, LLC on ICOW, newest first. How the timeline and the estimate are built.

WealthPlan Investment Management, LLC held 75,319 ICOW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,319 shares
    Change vs previous 13F -20,527 shares

    0.16% of the 13F portfolio, value $3,135,533.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,846 shares
    Change vs previous 13F -83,876 shares

    0.23% of the 13F portfolio, value $4,067,705.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 179,722 shares
    Change vs previous 13F -8,333 shares

    0.44% of the 13F portfolio, value $6,951,636.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 188,055 shares
    Change vs previous 13F +6,186 shares

    0.45% of the 13F portfolio, value $6,848,958.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,869 shares
    Change vs previous 13F +65,922 shares

    0.45% of the 13F portfolio, value $6,189,014.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,947 shares
    Change vs previous 13F +5,778 shares

    0.36% of the 13F portfolio, value $3,641,896.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 110,169 shares
    Change vs previous 13F +9,042 shares

    0.32% of the 13F portfolio, value $3,215,827.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 101,127 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,198,640.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).